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BALCX vs FBFRX
BALCX vs FBFRX Comparison
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BALCX vs FBFRX Comparison Chart in %
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BALCX vs. FBFRX commentary
Aug 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and FBFRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. FBFRX (3.43B). FBFRX pays higher dividends than BALCX: FBFRX (4.60) vs BALCX (1.16). BALCX was incepted earlier than FBFRX: BALCX (25 years) vs FBFRX (13 years). BALCX (1.30) is less costly to investors than FBFRX (0.59). BALCX is a more actively managed with annual turnover of: 50.00 vs. FBFRX (42.27). BALCX has a lower initial minimum investment than FBFRX: BALCX (250) vs FBFRX (1000000). FBFRX annual gain was more profitable for investors over the last year : 13.89 vs. BALCX (10.48). BALCX return over 5 years is better than : 28.31 vs. FBFRX (22.14).
| BALCX | FBFRX | BALCX / FBFRX | |
| Total Expense Ratio | 1.30 | 0.59 | 220% |
| Annual Report Gross Expense Ratio | 1.30 | 0.59 | 220% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 7.959 | 7.192 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 3.43B | 8,387% |
| Annual Yield % from dividends | 1.16 | 4.60 | 25% |
| Returns for 1 year | 10.48 | 13.89 | 75% |
| Returns for 3 years | 35.58 | 27.77 | 128% |
| Returns for 5 years | 28.31 | 22.14 | 128% |
| Returns for 10 years | 73.63 | 61.09 | 121% |
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